How to Configure an Opportunity Attribution Report

The Opportunity Attribution template allows you to measure specific sources, campaigns, mediums, audiences, and ads responsible for Infusionsoft opportunities being created in your Infusionsoft account.

DISCLAIMER: To get the greatest value from this report, you must have  Graphly’s  Web Tracker set up and be utilizing UTM parameters in all of your links; whether they’re emails, ads, social posts, etc.

To begin, click the “+” icon on the Dashboard and type “opportunity attribution” into the search bar. Then click on the “Opportunity Attribution” template.

opportunity attribution report after being searched for

Chart Tab

There are two chart types, column and bar. You can also check the Show Total Number box to display the number of results in the top right-hand corner of the report.

drop down with the different display types

Options Tab

Select the UTM parameter you want to measure as well as the UTM value.

parameter type selected and UTM variables entered

Select whether you want attribution measured by the Most Recent UTM or the Original UTM.

choose whether you want the most recent UTM or the original UTM to get credit

You can also limit the time frame in which we attribute credit to a particular UTM.

enter a time to limit the attribution

Next, define what you’re looking for in the results. You can select Count the number of opportunities, Sum estimated high, Sum estimated low, Sum estimated average, Sum selected products, or Sum total from custom field.

select how you want the results to be calculated

Then select your date range.

select the date range you want to display

Advanced Tab

The Advanced tab is for seasoned advertisers who really want to customize the logic of how top results or bottom results are calculated. Most users will choose Use Default Settings. Read this article before making any changes to the Advanced Tab.

select the default settings radio button on the advanced tab

Criteria Builder Tab

For ultimate control and customization, use the Criteria Builder to include additional rules and requirements to the report. The criteria builder can be used to filter the results based on rules you define.

use the criteria builder to filter results

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